CHAM
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Clear Harbor Asset Management’s Truist Financial TFC Stock Holding History

Clear Harbor Asset Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,756
Closed -$290K – 282
2018
Q2 		$290K Hold
5,756
– – 0.05% 193
2018
Q1 		$300K Hold
5,756
– – 0.06% 177
2017
Q4 		$286K Hold
5,756
– – 0.05% 191
2017
Q3 		$270K Buy
+5,756
New +$265K 0.05% 196
2016
Q2 		– Sell
-7,610
Closed -$253K – 279
2016
Q1 		$253K Buy
+7,610
New +$253K 0.06% 191
2015
Q2 		– Sell
-7,610
Closed -$297K – 328
2015
Q1 		$297K Buy
+7,610
New +$287K 0.06% 221

Other funds holding TFC

Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return